Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That’s starting to change. The Information reports Microsoft is preparing to launch its new Maia 300 AI chip this fall, possibly as soon as next month. It is already in talks with TSMC to lock down manufacturing capacity for more than 300,000 of these chips for delivery in 2027. The company’s ultimate goal is even bigger: capacity for more than a million Maia 300 chips.

Why This Matters

Microsoft introduced its first Maia chip back in November 2023, but it’s lagged Google and Amazon in actually scaling up its custom silicon.

This raises the obvious question: is Maia 300 the chip that finally closes the gap, or is Microsoft simply too far behind to catch up?

The Bull Case

Booking capacity for…